Freelance Finance Content Architect Templates
There is a huge number of templates that someone in the Freelance Finance Content Architect role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Finance Content Architect. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Financial Report
2. Budget Spreadsheet
3. Income Statement Template
4. Cash Flow Projection Worksheet
5. Investment Portfolio Tracker
6. Expense Reimbursement Form
7. Tax Deduction Checklist
8. Financial Analysis Template
9. Client Invoice Template
10. Business Plan Outline
Reports
Reports are often prepared by a Freelance Finance Content Architect to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Financial Performance Report
2. Budget Variance Analysis Report
3. Cash Flow Statement Report
4. Profit and Loss Statement Report
5. Balance Sheet Report
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Investment Portfolio Performance Report
9. Tax Compliance Report
10. Financial Forecasting Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Finance Content Architect does and how they do it.
1. Content Creation SOP
2. Keyword Research SOP
3. SEO Optimization SOP
4. Editing and Proofreading SOP
5. Social Media Promotion SOP
6. Client Communication SOP
7. Content Publishing SOP
8. Performance Tracking SOP
9. Market Research SOP
10. Industry Trend Analysis SOP
Presentations
Freelance Finance Content Architect presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Financial Performance Analysis
2. Investment Portfolio Review
3. Budget Planning and Forecasting
4. Risk Management Strategies
5. Taxation and Compliance Updates
Legal Docs
There are several key times when a Freelance Finance Content Architect needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Content License Agreement
4. Freelance Writer Agreement
5. Copyright Assignment Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Finance Content Architect ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Finance Content Architect calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Content Creation Calendar
3. Editorial Calendar
4. Social Media Calendar
5. Project Management Calendar
Invoice Templates
Several types of Freelance Finance Content Architect invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Content Writing Invoice
2. Editing and Proofreading Invoice
3. Financial Research Invoice
4. Blog Post Writing Invoice
5. Social Media Content Invoice
Survey Templates
For a Freelance Finance Content Architect to get insights related to the work they do, they need to send out Freelance Finance Content Architect surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Investment Preferences Survey
3. Customer Satisfaction Survey
4. Market Trends Survey
5. Risk Assessment Survey
Meeting Agendas
Having premade Freelance Finance Content Architect meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Content Strategy Meeting
2. Editorial Calendar Review Meeting
3. Client Update Meeting
4. Team Collaboration Meeting
5. Performance Analysis Meeting
Budget Templates
To manage finances well, a Freelance Finance Content Architect would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Savings and Investment Tracker
4. Debt Repayment Plan Template
5. Financial Goal Setting Worksheet
Dashboards
Dashboards are a useful way for a Freelance Finance Content Architect to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budget Analysis Dashboard
3. Cash Flow Management Dashboard
4. Investment Portfolio Dashboard
5. Risk Assessment Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Finance Content Architect needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Financial Analysis Proposal
2. Investment Strategy Proposal
3. Budgeting and Forecasting Proposal
4. Tax Planning and Compliance Proposal
5. Risk Management Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Finance Content Architect templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.